MANAGER - PORTFOLIO MONITORING-HTC

Wheda; Madison (WI); Remote; USD 87,000 - 109,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

Dental insurance

Retirement plan

Deferred compensation

Life insurance

Disability insurance

Paid time off

Job summary

WHEDA is seeking a Manager of Portfolio Monitoring- Housing Tax Credit to lead the Multifamily Compliance team. This role manages compliance, risk, and performance across WHEDA’s affordable housing portfolios, with supervisory authority over exempt staff.

The position reports to the agency and is based on our rural/home office policy, with a flexible schedule depending on business needs. A strong background in HTCs and portfolio management is required.

Qualifications

• Bachelor’s degree in a related field and relevant experience.
• Minimum 7 years in commercial or multifamily asset management with supervisory experience.
• Valid driver’s license required.

Responsibilities

• Oversee portfolio monitoring of HTCs and related housing programs.
• Ensure compliance with federal, state, and local requirements.
• Supervise the Portfolio Monitoring, HTC team and develop staff.

Skills

Portfolio management

Regulatory compliance

Leadership

Budgeting

Education

Bachelor’s degree in Business/Finance/Real Estate/Economics/Accounting

Tools

Excel

Financial software

Underwriting tools

Job description

WHY WHEDA?

WHEDA serves Wisconsin residents and communities by working with others to provide creative financial and technical resources to stimulate and preserve affordable housing, small businesses, and agriculture.

WHEDA employees participate in the State of Wisconsin benefit package (https://www.wheda.com/about-wheda/careers/benefits). WHEDA offers an excellent benefits package that includes: Medical, Vision, and Dental Insurance, State Retirement plan; 457 Deferred Compensation, Group Term Life Insurance (and optional term life insurance for family members), Disability Insurance, paid sick leave, paid vacation time twenty eight (28) personal holiday hours, Twelve (12) paid legal holidays per year, tuition reimbursement program.

WHEDA is an equal opportunity and affirmative Action employer seeking a diverse and talented workforce. Veterans are also encouraged to apply.

WHEDA has a remote work policy where certain employees may enjoy a hybrid or remote work schedule, based on position and business needs. See more details below related to this specific position.

WHEDA is seeking a Manager Portfolio Monitoring- Housing Tax Credit to join our Multifamily Compliance Department.

SALARY: Hiring Range for this position is from $86,981-$108,532 Annually. Offered Salary will be based on qualifications and internal pay equity. WHEDA provides a competitive salary, and WHEDA employees participate in the State of Wisconsin benefit package which includes retirement, health insurance and deferred compensation programs.

POSITION OVERVIEW:

The Manager of Portfolio Monitoring, Housing Tax Credit (HTC), oversees all compliance and monitoring aspects of WHEDA’s multifamily Housing Tax Credit and other associated affordable housing portfolio, to ensure adherence to program requirements and limit risk to WHEDA. This position also has supervisory authority for exempt employees.

ESSENTIAL DUTIES:

• Manages the activities of the Portfolio Monitoring, HTC team, which includes planning, coordinating, administering, and evaluating programs, portfolios, contracts, projects, processes, procedures, systems, standards, and/or service offerings; ensures compliance with Federal, State, and local laws, regulations, codes, and/or standards.
• Executes compliance and monitoring activities to ensure stability of the WHEDA affordable multifamily portfolio, including monitors asset performance, minimizes risk to WHEDA, ensures safe and sanitary affordable housing, and addresses tenant concerns.
• Performs supervisory duties for the Portfolio Monitoring, HTC team, including hiring, training, and coaching, performance evaluations, and corrective action. Ensures that employees follow policies and procedures; maintaining a healthy and safe working environment.
• Responds to requests for information and provides subject-matter-expert guidance to other departments, customers, general public and/or outside agencies. Serves on a variety of internal and external committees, task forces, and other Authority committees to secure advocacy and influence support for programs and ideals.
• Stays current, and communicates as needed, with market trends and patterns, and potential legal and/or regulatory changes impacting the organization
• High-level involvement with new initiatives, enhancements to program design and customer service, selecting/implementing new and existing software, formulating/modifying new and existing policies, programs, and procedures; develops and administers division budget; adheres to strategic plan.
• Provides assistance to department director; develops and interprets complex reports and analysis, including risk and compliance analysis of portfolios and products. Develops communication, guidance, and training for internal and external partners. This may include public speaking.
• Performs or assists with other duties as assigned.

QUALIFICATIONS:

• Bachelor’s Degree in Business, Finance, Real Estate, Economics, Accounting or a closely related field AND 7 years of progressively responsible experience related to commercial or multifamily asset management, including 5 years of supervisory experience OR equivalent combination of education and experience
• Valid Driver’s License (Required)

KNOWLEDGE AND SKILLS:

• Managerial and supervisorial principles
• Policy and procedure development practices
• Proven coaching and mentoring skills.
• Contract administration principles
• Strategic planning principles
• Program development and implementation principles
• Advanced knowledge of state and federal affordable housing programs and associated laws, regulations, codes, standards, and compliance requirements
• Advanced portfolio and asset management principles, practices, and procedures
• Finance and accounting principles, practices, and procedures
• Risk assessment principles and practices, including risk mitigation techniques.
• Underwriting principles, practices, and procedures
• Attention to detail, and ability to troubleshoot for process improvement.
• Customer service principles
• Excellent verbal and written communication skills, including preparation of business correspondence and public speaking.
• Problem solving skills and ability to work under pressure.
• Successful prioritizing and management of work projects
• Ability to work independently and efficiently.
• Maintains confidentiality related to internal/ external customers and any other information obtained in this role.

Remote Work Options:

This position is a “rural/ home office” position, and the work schedule is determined based on the business/division needs.

APPLICATION DEADLINE: This position will remain posted until October 25, 2026.

• Please note- no exceptions will be made after closing date

Questions may be directed to [e-mail].

This position is not eligible for a work-related immigration visa sponsorship.

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An Equal Opportunity Employer Operating Under an affirmative action plan.

To be considered for positions all applications must be complete.

Equal employment opportunity, including veterans and individuals with disabilities.